CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$657M
AUM Growth
-$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,375
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$5.75M
3
+$4.29M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$4.03M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.69M

Top Sells

1
+$11.8M
2
+$9.85M
3
+$5M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$4.6M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$3.97M

Sector Composition

1 Technology 4.8%
2 Industrials 2.99%
3 Consumer Discretionary 2.9%
4 Financials 2.63%
5 Healthcare 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$67K 0.01%
754
+711
502
$66K 0.01%
5,655
+453
503
$65K 0.01%
716
504
$65K 0.01%
943
+228
505
$65K 0.01%
551
+20
506
$65K 0.01%
2,525
+101
507
$65K 0.01%
323
+300
508
$65K 0.01%
839
-70
509
$65K 0.01%
408
510
$64K 0.01%
705
+520
511
$64K 0.01%
704
512
$64K 0.01%
3,182
+2,196
513
$63K 0.01%
644
+12
514
$63K 0.01%
1,114
+220
515
$63K 0.01%
+3,200
516
$63K 0.01%
1,280
517
$62K 0.01%
9,424
-300
518
$62K 0.01%
1,821
+229
519
$62K 0.01%
450
520
$62K 0.01%
296
+19
521
$62K 0.01%
+2,355
522
$62K 0.01%
1,726
+2
523
$61K 0.01%
174
+15
524
$61K 0.01%
860
525
$61K 0.01%
1,500
19 20
21
22 23